Advocacy Wealth Management Services’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Advocacy Wealth Management Services’s Portfolio IWS Stock Details IWS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$536K	Hold	3,675	–	–	0.02%	122
2025 Q4	$518K	Hold	3,675	–	–	0.02%	122
2025 Q3	$513K	Buy	+3,675	New	+$502K	0.02%	121
2023 Q1	–	Sell	-303,100	Closed	-$31.9M	–	41
2022 Q4	$31.9M	Sell	303,100 -35,634	-11%	-$3.74M	4.22%	11
2022 Q3	$34.4M	Buy	338,734 +21,793	+7%	+$2.33M	5.03%	9
2022 Q2	$32.2M	Buy	316,941 +25,928	+9%	+$2.9M	5.18%	8
2022 Q1	$35M	Buy	291,013 +90,936	+45%	+$10.7M	6.09%	6
2021 Q4	$24.5M	Buy	200,077 +11,692	+6%	+$1.4M	4.09%	6
2021 Q3	$21.3M	Buy	188,385 +10,143	+6%	+$1.17M	3.85%	6
2021 Q2	$20.5M	Buy	178,242 +12,830	+8%	+$1.47M	3.79%	6
2021 Q1	$18.3M	Buy	+165,412	New	+$17.2M	3.65%	5
2018 Q1	–	Sell	-1,727	Closed	-$154K	–	210
2017 Q4	$154K	Sell	1,727 -135	-7%	-$11.7K	0.11%	19
2017 Q3	$158K	Hold	1,862	–	–	0.06%	26
2017 Q2	$157K	Hold	1,862	–	–	0.06%	38
2017 Q1	$155K	Hold	1,862	–	–	0.05%	40
2016 Q4	$150K	Hold	1,862	–	–	0.05%	43
2016 Q3	$143K	Sell	1,862 -262	-12%	-$20K	0.06%	62
2016 Q2	$158K	Hold	2,124	–	–	0.08%	74
2016 Q1	$151K	Sell	2,124 -210	-9%	-$13.8K	0.1%	107
2015 Q4	$160K	Buy	+2,334	New	+$164K	0.18%	95
2013 Q3	$22K	Hold	369	–	–	0.06%	174
2013 Q2	$21K	Buy	+369	New	+$21.4K	0.08%	138

Other funds holding IWS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Advocacy Wealth Management Services's IWS Position: Q1 2026 in Review

Advocacy Wealth Management Services held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q1 2026 at 3,675 shares worth $536K. The position accounts for 0.02% of the portfolio, ranked #122.

Advocacy Wealth Management Services first reported a position in IWS in Q2 2013 and has held it in 22 quarters since. The position peaked at $35M in Q1 2022. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

Advocacy Wealth Management Services held 3,675 shares of iShares Russell Mid-Cap Value ETF worth $536K as of Q1 2026.
Advocacy Wealth Management Services left its iShares Russell Mid-Cap Value ETF share count unchanged in Q1 2026.
iShares Russell Mid-Cap Value ETF made up 0.02% of Advocacy Wealth Management Services's portfolio in Q1 2026, its #122 holding.
Advocacy Wealth Management Services first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2013 and has held it in 22 quarters since.
Advocacy Wealth Management Services's iShares Russell Mid-Cap Value ETF position peaked at $35M in Q1 2022.
988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2026, filed 12 May 2026.